See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,930 | $111,724-4.3% | $93,606+14.2% | $145,922-26.7% |
| Participation rate | 29.2% | 74.2%-45.0pp | 68.7%-39.6pp | 80.3%-51.1pp |
| Annual return | 9.73% | 202.98%-193.3pp | 133.20%-123.5pp | 561.29%-551.6pp |
| Employer contribution / active EE | $674 | $3,090-78.2% | $2,420-72.2% | $4,660-85.5% |
| Participant deferral / active EE | $3,098 | $4,912-36.9% | $4,411-29.8% | $6,688-53.7% |
| Admin fee / account holder | $605 | $10,250-94.1% | $8,285-92.7% | $13,397-95.5% |